Skip to content
Contact us
  • There are no suggestions because the search field is empty.

How to Upload, Update or Delete a Template

Learn how to upload, update or delete a template in Smarter Drafter Pro.

Once you've finished building your Word template in the Smarter Drafter Add-In, you need to upload it so your team can generate documents. This article walks you through uploading a new template, updating an existing one, or deleting a template that’s no longer needed.

Instructions

Upload a New Template

  1. Open your document in Microsoft Word with the Smarter Drafter Word Add-In enabled.
  2. Make sure the document is linked to the correct form.
  3. Click the Waffle menu (⋮) in the Add-In.
  4. Select Upload Template.
  5. Confirm the upload when prompted.

NOTE: Once uploaded, your template will be available for use via the linked form.

Update an Existing Template

  1. Make your changes in Word (e.g. insert new fields, adjust formatting).
  2. Open the same document in Word with the Add-In.
  3. Ensure it's linked to the same form.
  4. Click Options menu > Upload Template again.
  5. The platform will detect it’s an existing template and update it.

NOTE: Users accessing the form will now generate documents from the updated version.

Delete a Template

  1. Go to the form in Smarter Drafter.
  2. Navigate to the Templates tab.
  3. Find the template you wish to remove.
  4. Click the trash icon next to it.
  5. Confirm the deletion.

NOTE: Users accessing the form will now generate documents from the updated version.

Tips for Use

  • Always test your template with sample data before uploading.
  • Use descriptive filenames to avoid confusion, especially if your form supports multiple templates.
  • If you're not seeing the new version after an update, clear your browser cache or refresh the form page.

Common Issues & Solutions

  • Issue: Upload button is disabled in the Add-In.
  • Solution: Make sure the document is linked to a form. You can’t upload a standalone document.
  • Issue: Wrong template was uploaded.
  • Solution: Update the correct version by re-uploading from Word.